See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,656 | $84,233-90.9% | $170,442-95.5% | $70,131-89.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 132.89% | 23.06%+109.8pp | 205.93%-73.0pp | 73.14%+59.8pp |
| Employer contribution / active EE | $1,018 | $3,387-69.9% | $5,433-81.3% | $2,342-56.5% |
| Participant deferral / active EE | $3,350 | $3,086+8.6% | $4,939-32.2% | $3,332+0.6% |
| Admin fee / account holder | $58 | $5,698-99.0% | $13,880-99.6% | $4,645-98.8% |